These seven separate training videos cover various topics that may be of interest to you and will serve as a resource to use in navigating the responsibilities of being a local treasurer.
Video #1 – | WEAC Secretary Treasurer Kim Schroeder presents: Treasurer Training Introduction & Expectations and Responsibilities |
Video #2 – | WEAC Financial Analyst Jennifer Vos presents: Internal Controls, Financial Records, Budget Process |
Records Retention Policy – Word document download Local Financial Model – Excel spreadsheet download |
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Video #3 – | WEAC Financial Director Jane Oberdorf presents: Internal Revenues Service (IRS) issues for Local Education Associations |
Video #4 – | WEAC Membership Coordinator Marta Shetler presents: Membership Sign-ups |
Top 10 Reasons to Join Flier– PDF document Early Enrollment Flier – PDF document Member Signup Presentation – PowerPoint download Join Now Screenshots – PDF document |
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Video #5 – | WEAC Membership Coordinator Marta Shetler presents: Membership Processes |
Member Processes Presentation – PowerPoint download | |
Video #6 – | WEAC Membership Coordinator Marta Shetler presents: Treasurer and Membership Chair Responsibilities |
Responsibilities Presentation – PowerPoint download | |
Video #7 – | WEAC Secretary Treasurer Kim Schroeder presents: Treasurer Training Wrap up & Best Practices |
NEA Guide to Financial Best Practices – PDF document |